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CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES, LLC
CRD 155446 · SEC 801-78845
5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR, 97035, United States
Phone
503-670-1958
Fax
503-670-1964
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$875.8M
Discretionary AUM
$856.1M
Team
13 total employees; 5 advisory reps; 43 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 932 | $388.2M |
| High net worth individuals | 208 | $461.2M |
| Pension/profit sharing plans | 1 | $638 |
| Charitable organizations | 7 | $25.6M |
| Corporations/business entities | 3 | $899K |
States served
AZ, CA, CO, ID, LA, MN, MT, NV, OR, TN, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD